ME
Maryann Ericsson
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Work Experience
N/A
Aug 2023 - Present · 1 years and 5 months
N/A
Aug 2019 - May 2023 · 3 years and 9 months
N/A
Aug 2018 - Aug 2019 · 1 years
Company Details
2-10 Employees
The experienced team at EKO Financial provide tailored, specialist advice for each and every client. Understanding that no two financial situations are the same, a unique financial strategy is developed encompassing the lifestyle and financial objectives of their clients. Whether you are an individual, couple, not for profit organisation or business, EKO’s highly experienced and motivated team are able to offer sound, financial advice implementing a carefully structured financial strategy to best suit your requirements. EKO Financial Pty Ltd specialise in providing a client first culture. Our professional and efficient service is an integral part of our business and each member of our team helps achieve and deliver optimum results. With a comprehensive focus on you to help you make smart choices about protecting and building your wealth, our team's experience is a key component of the success EKO Financial has enjoyed over recent years in a difficult economy. EKO = honesty, transparency, integrity Recognising the need for a highly regarded, financial planning service on the Sunshine Coast, EKO Financial was established with the aim of becoming ‘best on the coast’. Our team recognise the importance of analysing and structuring a specific, individual strategy for each client. Offering a completely holistic approach enabling their clients to achieve what they want whilst also considering the long term aspects of their financial strategy. We are dedicated to getting results for our clients by creating a unique strategy which works! EKO are driven by the satisfaction of creating and protecting wealth for our clients. Any information on this website is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.
Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
Level 2 45 Brisbane Road Mooloolaba, QLD 4557, AU
Keywords
Wealth CreationDebt ReductionLife InsuranceRetirement Planningand Financial Planning
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